Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
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Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

July 1, 2025

The MANIAC

Benjamín Labatut

Benjamín Labatut’s The Maniac is a thrilling fictionalized biography that weaves entertainment with insights resonating widely. It traces John von Neumann’s brilliant life through the eyes of family and peers like Einstein, Gödel, Wigner, and Barricelli—some of history’s greatest minds—chronicling his work on the atomic bomb, game theory, and AI’s foundations before his 1957 death. His AI vision inspired milestones like DeepMind’s 2016 defeat of Lee Sedol in Go, a 3,000-year-old game more complex than chess, with the stunning Move 37. Today, GPU advancements enable vast parallel calculations, fueling AI’s growth, while hyperscalers invest hundreds of billions to push its boundaries. For value investors, AI’s ability to rapidly analyze industries and companies maximizes focus, a potential all should embrace. Labatut’s vivid storytelling makes The Maniac unmissable.

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